2023 Form 5500 filing — Overlake Hospital Medical Center 403(B)Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014115727NAL0045866224001) for Overlake Hospital Medical Center 403(B)Retirement Plan, reported by Overlake Hospital Medical Center under EIN 91-0652651 and plan number 002. It reports 4,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115727NAL0045866224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Overlake Hospital Medical Center
- EIN
- 91-0652651
- Plan number
- 002
- Location
- Bellevue, WA
- Participants
- 4,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $547,732,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $547,732,449
- Employer contributions
- $17,406,959
- Participant contributions
- $33,036,269
- Total income / additions
- $140,843,496
- Benefits paid
- $27,450,043
- Administrative expenses
- $242,962
- Total expenses
- $27,708,485
- Net increase / (decrease)
- $113,135,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $179,387 | $0 |
| Lucid Advisors, Inc. | INVEST ADVISOR | $26,775 | not reported in the loaded dataset |
| Eisenhower & Carlson | LEGAL | $23,416 | not reported in the loaded dataset |
| Clark Nuber | AUDITOR | $13,000 | not reported in the loaded dataset |